Sarah Hoffman, Vice President of AI and Machine Learning Research, joins host Pamela Ritchie today for a look at how artificial intelligence and machine learning is affecting investing today. Artificial Intelligence is a branch of computer science involved with the design of computers or other programmed mechanical devices having the capacity to imitate human intelligence and thought. Built-in smartphone assistants, smart cars, and even music and video streaming services that seem to recommend you the perfect playlist to listen to and film to watch, are all everyday examples of Artificial Intelligence. But there is still room for advancement. So what is next for AI? And how could we potentially use AI in the financial industry to change the way we invest and think about money? Sarah and Pamela will unpack all of this and more today.

Recorded on August 26, 2022.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

We’re looking at financials today, posing the question of how banks and asset managers are navigating through the current market environment. Also, where are the immediate and long-term investment opportunities across financials in North America? Analyst and portfolio manager Matt Egerton joins us to discuss the latest on the financial sector and to share his equity research findings. Matt also shares some perspectives on the U.S. Federal Reserve and Jackson Hole summit that was taking place at the time of recording.

Recorded on August 25, 2022.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Transcript (PDF): https://www.fidelity.ca/content/dam/fidelity/en/documents/transcripts/transcript-podcast-fidelityconnects-egerton-aug25.pdf

Joining us today for a look at what’s next for sustainable investing is Fidelity Sustainable World ETF portfolio manager Anna Lester, and institutional portfolio manager Mike Hagopian. Governments around the world are taking swift action to battle climate change by advancing the transition to a clean economy. Prime Minister Justin Trudeau and German Chancellor Olaf Scholz met recently and discussed several green initiatives, including a hydrogen alliance. South of the border, a new climate bill put in motion by President Biden would see about $375 billion over 10 years to encourage industry and consumers to shift from carbon-emitting to cleaner forms of energy. Anna and Mike join host Pamela Ritchie to unpack what all of this means for companies and how they operate and report. Also, what will be different in the way society approaches investing? Also today, Mike explains the strategy behind Fidelity Sustainable World ETF which is a global equity fund focusing on best-in-class ESG companies. Anna details companies in the portfolio – which are companies that are strong financially and are strong from an ESG scoring perspective.

Recorded on August 24, 2022.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Today we’ll hear from two members of Fidelity’s Global Asset Allocation team who should be familiar names to our podcast audience. This discussion was recorded at a recent live event, with host Gord Thomson joined by portfolio manager David Tulk and institutional portfolio manager Ilan Kolet, on stage in Vancouver in front of an advisor audience. David and Ilan field questions from the live audience, provide a positioning update on the several funds the team manages, and share their unique perspectives on the current market landscape.

Recorded on August 16th at Fidelity Canada’s recent Focus 2022 event in Vancouver.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Today we’re focusing on digital assets, ETFs and the metaverse. Vivian Hsu, Director of Production Innovation, and Meghan Chen, Digital Assets Strategist, join host Gord Thomson, VP Regional Sales for Western Canada. Meghan shares her thoughts on the Metaverse - how these immersive worlds have grown, where it’s going, and how it is investable. Meghan notes she looks at four key areas of opportunity: digital infrastructure, content, economy and interface. Aside from gaming and socializing, some other areas of opportunity include remote working, education, and shopping. Vivian details the launch of the Fidelity Total Metaverse Index ETF and ETF fund, as well as the overall Fidelity Canada ETF lineup, including the All-In-One ETF suite. Vivian, Meghan and Gord also discuss ESG trends, regulation in the metaverse and cryptocurrencies. Also, cryptocurrency adoption, how bitcoin may fit into a traditional 60/40 portfolio and Meghan addresses common questions and criticisms.

Recorded on August 16th at Fidelity Canada’s recent Focus 2022 event in Vancouver.

Looking for more insights? Vivian is hosting a Reddit AMA (Ask Me Anything) event on September 8 from 12:00 pm - 2:30 pm EST. All are welcome to stop by and ask their questions about markets and investing: reddit.com/r/fidelitycanada

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Tom Stevenson, Investment Director at Fidelity International, is back on FidelityConnects today. A new report out of the Office for National Statistics reported that during the height of the COVID-19 pandemic in 2020, U.K. GDP shrank to 11% - a number not seen in over 300 years. Though their economy bounced back to pre-pandemic size late last year, inflation is running hot at 10.1% in July, and as Tom notes today, is projected to hit its highest level in nearly 50 years next year at 18.6%. With the ongoing energy crisis in Europe, global droughts, and a summer rally that is appearing to fade, what is next for equity markets? Tom joins host Pamela Ritchie today to unpack all of this and more, including U.K. labour supply shortages fueling high prices for goods like food, a hawkish Bank of England monetary policy driving a decline in demand for the UK hosting, and how the U.K. economy appears to be in better shape than continental Europe.

Recorded on August 23, 2022.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

In October 2020, Fidelity Investments Canada launched a series of liquid alternative funds. Many liquid alternative funds seek returns that are less correlated with traditional asset classes, by using additional investment strategies such as short selling, borrowing or derivatives. This can widen the scope of opportunities available to investors beyond long-only investing. On a recent podcast, we heard from portfolio manager Dan Dupont, who manages Fidelity Global Value Long/Short Fund. Today we hear from two portfolio managers who both started at Fidelity in 2008 as analysts. We’ll hear from Brett Dley, manager of Fidelity Market Neutral Alternative Fund, and Dave Way, manager of Fidelity Long/Short Alternative Fund. Leading the discussion is Rory Poole, Alternative Strategist. Among other topics, Brett and Dave share their thoughts on the current market environment, as well as some details on their individual investment approaches and their respective funds' strategy.

Recorded on August 16th at Fidelity Canada’s recent Focus 2022 event in Vancouver.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Jurrien Timmer, Director of Global Macro, joins us again for a macro and markets update sharing his perspectives and thoughts on what may be ahead. Jurrien notes how since the June lows we’ve retraced half of the equity markets declines. But now we’re at a crossroads as bear market rallies historically never retrace more than half of a decline. Jurrien also looks at what might be next from the U.S. Federal Reserve, sharing the expectation is for rates to rise to 3.5% then ease back to 2.5%. Also today Jurrien looks at supply chains, inflation, the yield curve, and fixed income in today’s market environment including the health and validity behind the traditional 60/40 portfolio.

Recorded on August 22, 2022.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Veteran Fidelity portfolio manager Dan Dupont shares what the term “aggressive patience” means to him, and lessons learned while investing across his 20+ year career. Dan also provides an update on his funds. For Canadian investors, he manages Fidelity Canadian Large Cap, Global Value Long/Short, is a co-portfolio manager on NorthStar and is an underlying fund manager on several funds.

Dan notes how he sticks to his deep-value process through the various stages of the market cycle, reflects on the market activity seen this year, and shares some perspectives on what’s to come.

Recorded on August 16th, 2022, at Fidelity Canada’s recent Focus 2022 event in Vancouver.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.

Denise Chisholm, Director of Quantitative Market Strategy, joins us again today to share her perspectives on the markets, and the sectors you need to pay attention to right now. Investors are paying close attention to what the inverted yield curve says about the trajectory of the economy. Denise unpacks this today with host Kathryn Black, Director of Sales Enablement, noting that when looking at history, in hindsight a yield curve inversion does predict a recession. But, that recession has historically happened between 6 months to 4 years from the inversion. Also discussed today are geopolitics, bond markets, the economic cycle being driven by bank lending, and the topic of consumer sentiment. Denise also looks at various sectors including a big focus right now on energy, financials, and consumer discretionary.

Recorded on August 18, 2022.

At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information.

For the second year in a row, FidelityConnects by Fidelity Investments Canada was ranked the #1 podcast by Canadian financial advisors in the 2022 Environics’ Advisor Digital Experience Study.